The Neo Home Robot OMFG

Well, folks, there's a company that came

out of nowhere that says you can buy and

order yourself a robot today. Neo, the

home robot. Order today. I hate to say

it, though. This is supposed to be the

most exciting thing ever, that finally

we have a robot that can do stuff for us

and we could order it today. except it's

probably the greatest

financial fraud I've ever seen.

I hate to say it. And it's fully

transparent and fully disclosed. So, is

it then really a fraud? But I think this

is essentially Nickeola 2.0. I hate to

say it, but first of all, this product

isn't available for order today. It's

available for pre-order, which is a

great opportunity for a company to

fundra. It's an opportunity for a

company to say, "Look, we've got this

fantastic product. Uh, it's coming out

sometime in 2026, and we're just going

to collect all these deposits, and maybe

eventually you'll get the product." But

the reason I say the product is a

complete joke is because this is not

actually a robot that uses any kind of

artificial intelligence. It is a tea

operated robot. It is literally like the

scam of Amazon telling us we can walk

into a store, buzz in or scan in with

our Amazon Prime account, and anything

we pick up off of a shelf uh anywhere in

the store will automatically be built to

our account. Meanwhile, there are 1,000

Indians surveilling the store with

dozens of different cameras, observing

what you're putting in your cart, and

then manually billing you for it. It's a

straightup scam. Amazon got exposed for

it and this company is being blatant

about it. This is not a robot that can

autonomously do anything. In fact, it

sucks at most of what it's doing right

now. This is a robot that is

teleoperated by literally somebody who's

supposed to teleoperate the robot

remotely

inside of your home. But don't worry,

they'll value your privacy by blurring

what the people look like. This is

insane. Joanna Stern over at the Wall

Street Journal, I think, did a fantastic

breakdown of it. So, we're going to

respond to this. I want to caution you

though, there are a lot of influencers

who are pumping this and they may not

look like influencers who are pumping

it, but what happens is this company

invited a lot of especially on ex

influencers to this company launch. And

so you got people writing comments like

this for $700 you could buy a humanoid

today and you could early access buy it

for $20,000. $200 deposit due today and

then you'll pay $500 a month for

somebody to teleoperate the device for

you, which could really only be done at

foreign wages. Wonder what the latency

is going to be like. You have to be

cautious because there is a lot of pump

going on here. Look at this here.

Somebody says, "There's actually a buy

button for the 1X Neo. Looking forward

to seeing these actually in homes." Of

course, it's really provocative to have

a humanoid robot in your home. It is so

provocative. But when you actually look

at this and you watch the video that I'm

about to show you, this screams scam.

I'm sorry because I know we are all

optimistic about actually having a robot

in our home, but this screams scam.

Let's watch it together and you'll see

why.

It would help if I actually turned the

volume on and not on mute. So, I

apologize about that. For $20,000, you

can pre-order 1X's Neo robot now with

delivery in 2026. Think you missed a

tiny spot over here?

>> Just all tea operated, by the way. All

of it. The head movements, the hand

movements, everything teleoperated.

There's no intelligence in this. This is

a rapper. This is an idea of a robot.

>> One little catch. There may be a human

behind the curtain pulling the robot

strings. If I throw up, will the robot

throw up?

>> Um,

>> a company representative may need to

peer into your house via Neo's camera

eyes to get things done.

>> To many people, this is crazy.

>> You have to be okay with this for the

product to be useful.

>> But is Neo a useful product? We're

twinning now. Neo,

>> home robots have had two big challenges.

Creating a safe and capable body and a

smart brain. 1X is taking on both of

those, which is why Neil looks so

different from a more industrial factory

robot. Neo, it's 70 degrees here in

California. Why are you wearing a

sweater?

>> Okay, this whole sweater thing, you

could watch this yourself. They're just

trying to say like, oh, we're trying to

make it look approachable and soft and

happy. It weighs 66 lb and you know, we

don't want it to hurt you, blah blah

blah blah blah. But it's all tea

operated and remote operated. Mind you,

they're literally using the Quest 3. So,

there's no proprietary technology here.

They're using the Quest 3. They slapped

together actuators that you could

basically find on the internet in my

opinion. I don't think there's any

proprietary technology there. They

wrapped it in literally like a woven

cloth.

And that's probably the extent of their

proprietary design. I hate to say it cuz

you could buy most of these actuators

off the shelf. And what this is is a

fundraising play. It's well, we're doing

pre-orders now. They're nowhere near

ready, but it's a great way to get

people to go, "Oh, oh my gosh, they're

so ahead of the game. Let's throw money

at them." It's full retardation.

>> 150 lbs. It's not as superhuman as you'd

think.

>> Crush it. It's a walnut.

There's this con concept that we think

that robots are like superhuman in like

pressure and like strength and some

robots are because they're heavily

geared, but that means you're not

sensitive, right? And delicate. Neo

doesn't work like this at all. It works

more like us. So, the finger strength of

Neo is about the same as a human.

>> That body lets Neo try to do a lot of

things humans do. Emphasis on try. Can I

get a water? If only the real world

didn't have doors. Somebody in the chat

says, "What do you mean actuator? It's

tendon driven." Okay, tell me all you

did was watch their marketing video

without telling me all you did was watch

their marketing video. A tendon-driven

ACTUATOR IS A TYPE OF ACTUATOR. YOU

COULD BUY IT OFF the shelf. It's not

that big of a deal. If you really want

to invest in robotics, you probably

should look at the companies that are

selling actuators because you'll

probably make a whole lot more money

selling pickaxes than you will scams.

Look at it. They can't even a little

over a minute to fetch a water from the

fridge 10 ft away. Thank you, Neo. Next

challenge. Load three items in the

dishwasher. You got this, Neo. You got

it.

Yeah. Get that four. Oh yeah.

OH YEAH. ROTATE. OH, drop it in there.

Just Just chuck it in there. All right.

Eat them, boys. Yeah, eat those cups in

there. WAS THAT

ALMOST GOT BOTH of them not to fall

over. All right, here comes the squat,

boys. How low can you go? How low can

you go? I got to go lower. The hand

can't reach.

Oh, I couldn't get the grip. Oh, squat

back down, baby.

Oh, YEAH.

OH, you couldn't get the momentum.

>> That took five minutes.

>> I'll just I saw isn't the one shipping.

5 minutes to put one fork and two cups

in the dishwasher. This is full

retardation.

>> In 2026, the new model will be safer and

have better hand dexterity. The one I

saw still needed to take breaks to

charge and cool down.

There's literally a guy on Tick Tock

standing there with a portable fan

blowing the robot because they can't

even get the crap to function long

enough for a Wall Street Journal demo.

It had to squat so much it needed a tick

tock dude to cool its neck cuz it sucks

that much

down. The challenge isn't just Neo's

body. It's also its brain. The body has

to perform tasks.

>> The Chinese are laughing at us right

now. The Chinese are like, "This is what

we're competing with in America, boys

and girls,

>> safely." But the brain needs to know how

to do them on its own without

>> it does it. It has no brain. And

honestly, even Tesla putting Grock into

Optimus doesn't make it smart or

impressive. I could press the voice

activated feature on GPT2 and have the

same damn thing

>> and help. But right now, everything I

saw Neo do was guided by a skilled

pilot.

>> Celebrate.

>> Skilled pilot. He ain't a licensed

pilot. He's a kid WEARING AN OCULUS 3.

THIS IS

>> Is essentially when there is a human in

the loop.

>> And who is the voice I'm hearing right

now of Neo? I

>> I am a remote operator in a different

>> And what's your name? Uh, Turan.

>> What's your real name?

>> My real name is Turan.

>> Like, that's your name on your burst.

>> Yeah. Yeah. Yeah. Okay, whatever. Who

cares?

>> Controllers.

>> I actually might throw up. I think my

hand is

>> I have no idea.

>> There goes the bottle. Uh, don't mind

showing the glass breaking.

>> We're fine.

>> And Neo had to go to urgent care. See,

>> look at this.

>> I have no idea where I'm facing this. Me

doing the macarina.

>> OH, SHE BROKE IT.

>> [laughter]

>> WAIT, I MISSED THAT THE FIRST TIME. She

goes to twist it and it gets it all

twisted up in a bundle and breaks

>> video where I'm facing this me doing the

macarina.

>> Yeah, for fun.

>> And Neo had to go to urgent care. See

you, Neo. Why does Neo need to be

operated like this in the first place?

Because its brain, aka an AI neural

network, needs to learn from more real

world experience. The videos of the

robot doing things via tea operation

become the training data to make the AI

model smarter.

>> Bro, it is going to be decades

[laughter]

of collecting data. Uh this is

ludicrous. Anyway, we're going to get

let's listen to listen to this guy. I'm

telling you, this is like surfer bro.

This is this is Trevor Milton

respawned as surfer bro. important for

me to just say that in 2026 if you buy

this product, it is because you're okay

with that social contract.

>> The so guys, we have a social contract

that we're going to have an Indian with

cameras in a humanoid form into your

home.

>> If we don't have your data, we can't

make the product better.

>> This has nothing this is not anything

bad about Indians. The only reference to

Indian is because of the Amazon Indian

facility. I I've got great Indian

friends. I like Indian folks. I'm just

saying

it's probably what it's going to be.

>> I'm a big fan of what I call like big

brother big sister principle, right? Big

sister helps you.

>> Hey guys, big brother. Big brother's

actually good cuz it's like you can have

big sis.

>> Big brother is just there to kind of

monitor you and we are very much the big

sister depending on how much you want to

trade.

we can be more useful and you decide

where on that scale you want to be.

>> Do you right now know what things Neo in

2026 will do autonomously versus what it

will do tea operated?

>> So when you get your

>> So the answer Joanna is everything will

be teleaoperated cuz it's a scam.

>> Neo in 2026 it will do most of the

things in your home autonomously. the

quality of that.

>> No, no, no. Nice pitch. Don't believe it

at all.

>> Work will vary

>> and will improve drastically quite fast

as we get data.

>> To be clear, on my visit, I didn't see

Neo do anything autonomously.

>> Bingo.

>> The company did share this video of Neo

autonomously opening the door.

>> It's such a lie. Hey guys. Hey. Hey

guys. Um, here's our actual product

demo. Oh, does it do anything

autonomously? No, not yet. But here's a

video we edited together of it doing it

autonomously,

right? You know, there's this new

trending concept now called AI slop,

right?

>> I do know

>> this is a very powerful concept of let's

call it robotics slop. It's the most

useful kind of slop because if if you

put all of my glasses from my dishwasher

in my cabinet, I'm pretty happy. It is

going to be not perfect, but

>> yes, I want to spend $20,000 and $500 on

a month on a robot that's gonna drop my

dishes and imperfectly load a shelf,

which is literally like $5 worth of

labor to a child for an hour. I could

have him do chores for an hour for five

bucks, probably. Yeah. I mean, if you're

gonna have kids, put them to work. And

you're gonna spend $500 a month just

because you don't want to put your cup

away. Come on, man. This is absolutely

ridiculous.

>> Back to like just incredibly useful.

>> Neo might not fold my shirt perfectly,

but if an arm is like kind of hanging

out

>> like it's okay. It's robotic slop. It's

It did. It's didn't

>> to me at least. Like that's that's very

okay,

>> honestly.

>> Yeah. Uhhuh.

>> It wasn't bad. Thank you. But the

reality is at least

>> they put the arm back in. What happened?

It's okay. It's robotic swap.

>> The arm's hanging out here and then all

of a sudden the arm goes back in.

>> It did. It's

>> to me at least like that's that's very

>> and put it in.

>> Oh, it's perfect.

>> This is such a scam.

>> By someone else. There will be an app

where you can schedule tea operation

specifying exactly what and when you

want Neo to do things in your house.

>> Sort the shelves, boys.

>> So, we want to of course make sure that

we respect privacy as much as possible.

Oh my gosh, this is such a scam.

>> Operator can never connect to a robot

unless you approve it.

>> Other companies like Figure and Tesla

are also racing to build humanoid robots

and develop their own AI models to make

them fully autonomous. As someone who's

always dreamed of the home robot

straight out of the Jacksons,

>> let's go home, Ruby.

>> Yes, ma'am.

>> Yeah. I mean, that's the the provocative

vision is amazing. Like, people are very

very excited about it. I just think

right now what this is is a fundraising

scam.

>> Nice job, Neo. High five.

Nice. Oh, I'm over here.

>> Spending the day with Neo was a bit like

spending the day with a toddler learning

how to do things in the world.

>> Come on. You got more than Oh, I'm going

to break the robot.

>> The next few years isn't about owning a

superful robot. It's about raising one,

>> letting it learn from your home,

routines, and chores. All at the expense

of the privacy of your inner sanctum.

Even if you think this is all crazy,

what Neo really signals is the beginning

of physical AI in our lives and homes. A

few

>> there's no AI. She literally said it

herself. It's not AI. It's a remote

controlled robot.

This kind of stuff just pisses me off

because they're selling a lie. They're

selling you something uh because you you

want to believe that we can have this. I

want it, too. We want to believe in it.

But it's a damn lie. They should be

sued. Okay, I don't wish people anybody

get sued, but I just think it's a scam.

Is that clear enough?

Somebody says, "Is this all just

feel-good hype to get people to invest

in things only for companies to burn

investors money on hope?" 100%. I don't

actually think there's real productivity

here. Like if you can have an AI that

actually makes people money,

by all means, man, throw as much

freaking money as you can into that

project, right? But this is like it's a

disaster of a product that's tea

operated and they're selling you a lie

that's going to be autonomous next year

when it literally does nothing

autonomous now based on what we saw

in the Wall Street Journal video. And

instead what they do is they get

influencers on Twitter X to go promote

this crap. Uh and that way anybody doom

scrolling on X is like oh my gosh look

at this. Like look at this. I can't

shake the feeling that I saw the future

last night at 1x tech. Took me back to

the first time I used GPT3 back in 2020.

or that time I tried an iPhone for the

first time ever. I can't believe how

cheap it is, too. Only $499 a month. I

pre-ordered mine to have it deal cards

at my poker night or walk around Palo

Alto with me. Oh, nobody likes shuffling

the cards. You're a tech bro in Palo

Alto? You must know, bro. This is just

this is a like an undisclosed ad. I

almost guarantee this guy got paid to go

out there. I don't know, but I bet he

got paid to go out there. Got paid to go

to the event, got paid to make a post.

This is a scam. It's an undisclosed.

That's all it is. Or he's somehow

involved in this. It it it sounds

ludicrous to me. That's it.

>> Why not advertise these things that you

told us here? I feel like nobody else

knows about this.

>> We'll we'll try a little advertising and

see how it goes.

>> Congratulations, man. You have done so

much. People love you. People look up to

you.

>> Kevin Pafra there, financial analyst and

YouTuber. Meet Kevin. Always great to

get your take.